Book a success call with our team to see if you’re ready for next-level commercial real estate investing and find the program that’s right for you: https://legacywealthholdings.com/success-call/

In this episode of the Legacy Podcast, I sit down with my good friend Tyson Cobb — a highly successful orthopedic professional who realized one day that he was “wearing the golden handcuffs.” Despite earning a high income, he was trading his time for money, stuck in the hospital, the OR, or the clinic… and if he didn’t show up, nothing happened.

Tyson shares exactly how he pivoted from medicine into real estate and business investments that buy back his time, create long-term wealth, and allow him to design a lifestyle most white collar professionals only dream about. We break down: - How to transition from a high-paying career into real estate investing - The most valuable skill a white collar professional can develop to scale their portfolio - Using investor education to build trust and raise capital - Why lifestyle design should be a core part of your investment plan - Market opportunities in multifamily, business acquisitions, and rescue capital deals

Whether you’re a doctor, attorney, executive, or any other professional looking to escape the time-for-money trap, Tyson’s story is proof that you can design a life you don’t need a vacation from.

// CONNECT WITH TYSON Website: https://timberviewcapital.com IG: @tyson.cobb.54

//DOWNLOAD OUR FREE DEAL CALCULATOR https://legacywealthholdings.com/deal-calculator-download-youtube/

//CONNECT WITH TIM linktree.com/timbratz

//ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com

SUBSCRIBE NOW so you don’t miss a single video! https://www.youtube.com/legacywealth

//CONNECT WITH LEGACY WEALTH Book a Success Call: https://legacywealthholdings.com/success-call/ Free Skool Group: https://www.skool.com/commercial-empire

In this live panel from our New Orleans event, we broke down what it really means to be “bankable” in commercial real estate. You’ll hear from top investors and lenders as we share how to position yourself for financing, the creative strategies that are working right now, and the relationships you need to get deals funded.

We cover: - What lenders look for before approving your deal - How to structure your capital stack - Why being “bankable” is about more than your credit score - Creative funding sources beyond traditional banks - Real-world examples from deals we’ve closed

If you want more confidence walking into your next financing meeting — and better odds of hearing “yes” — this is for you.

00:00 Intro & Panelist Introductions 02:15 What It Means to Be Bankable 10:00 Lender Types & Capital Stack Breakdown 14:05 Building the Right Relationships 20:10 Creative Financing Examples 26:40 Underwriting Best Practices 35:00 Real Deal Case Studies 41:45 Avoiding Common Financing Mistakes 52:46 Final Thoughts

//DOWNLOAD OUR FREE DEAL CALCULATOR https://legacywealthholdings.com/deal-calculator-download-youtube/

//CONNECT WITH TIM linktree.com/timbratz

//ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com

SUBSCRIBE NOW so you don’t miss a single video! https://www.youtube.com/legacywealth

Get in the right room. Book a call with our team: https://calendly.com/alyssaboyle/education

There’s a lot of noise out there telling you to go bigger, faster, harder. But Trevor West ( ⁨@TrevorBWest⁩  ) is living proof that slower, intentional growth can build real wealth—and peace of mind.

In this episode of The Legacy Podcast, Trevor breaks down how he built a $13M portfolio across 89 doors without burning out, losing control, or compromising his vision. We talk about what really matters in this business—and how to grow a life, not just a door count.

We dive into: - Why bigger isn’t always better in multifamily investing - How to scale without losing your sanity (or your margins) - The hidden downside of outsourcing too early - The moment he realized he needed to slow down—and why it paid off - Building identity outside of your portfolio size - His simple math for long-term real estate freedom - The one thing he tells every new investor stuck in analysis paralysis

If you’re feeling stuck, overwhelmed, or like you’re chasing someone else’s version of success—this episode is the reset you didn’t know you needed.

//CONNECT WITH TREVOR Instagram: https://instagram.com/bettertrevor

#TrevorWest #RealEstateInvesting #MultifamilyInvesting #CashFlow #LegacyPodcast #FinancialFreedom #PassiveIncome #DoorCount #RealEstateMindset #LegacyBoardroom #RealEstateWealth

//DOWNLOAD OUR FREE DEAL CALCULATOR https://legacywealthholdings.com/deal-calculator-download-youtube/

//CONNECT WITH TIM linktree.com/timbratz

//ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com

SUBSCRIBE NOW so you don’t miss a single video! https://www.youtube.com/legacywealth

You don’t build a seven-figure flipping business by guessing. Join Legacy Boardroom to get in the room with rockstar entrepreneurs like Callie every day of the week: https://calendly.com/alyssaboyle/lb-intro

This week on The Legacy Podcast, I'm sitting down with Callie Loewen, a powerhouse real estate investor and flipper based out of Nashville, TN. Callie has built a full-stack real estate operation—from sourcing to construction to brokerage—and she’s done it while flipping some massive properties.

In this episode, she shares the 5 most important lessons she’s learned from flipping hundreds of homes, including what you need to watch out for going into 2025.

We get into: - 5 hard-earned flipping tips from someone who’s really in the game - How she turns 700 sq ft homes into 3,000+ sq ft luxury flips - The biggest mistakes she sees newer flippers make - What’s shifting in the market and how she’s staying ahead - How she balances growing multiple companies in a competitive space

Callie is the founder of: - The Marcato Group – Woman-owned construction firm doing new builds & mega flips - Southern Legacy Companies – Her real estate investment company - Oyster Real Estate Advisors – Her Nashville-based brokerage

Whether you're looking to start flipping or want to scale your existing operation—this episode will give you the mindset, systems, and warnings you need to win.

//CONNECT WITH CALLIE Instagram: @calliewalkerloewen Email: [email protected]

//DOWNLOAD OUR FREE DEAL CALCULATOR https://legacywealthholdings.com/deal-calculator-download-youtube/

//CONNECT WITH TIM linktree.com/timbratz

//ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com

SUBSCRIBE NOW so you don’t miss a single video! https://www.youtube.com/legacywealth

If you're in real estate, sales, or business—and you're not closing at a high level—you're losing deals you should be winning.

// OCCA MASTERMIND EVENT JULY 17-18, 2025 https://onecallcloseacademy.com/event

// CONNECT WITH SHAI Instagram:  @shaiades   YouTube:  @shaiades   Website: https://onecallcloseacademy.com Books: https://www.amazon.com/stores/Shai-Ades/author/B0D86TTGJL

In this episode of The Legacy Podcast, I sit down with Shai Ades, founder of One Call Close Academy, to break down exactly how his team trains sales reps to close more deals faster, with fewer no-shows, objections, or ghosting. Shai’s helped thousands of reps in industries like roofing, real estate, and high-ticket services turn basic conversations into deals—without being pushy or manipulative.

We dive into: - The mindset shift that separates closers from order takers - Why most reps never actually get to the real objection - The difference between door knocking and closing - Shai’s systems for tracking performance with real-time sales metrics - His unique approach to training - What “closing from the intro” really means - The book he just released and how he’s changing the game with his live events

Whether you’re in sales yourself or leading a team, this episode will sharpen your process and shift the way you approach every deal.

#LegacyPodcast #SalesTraining #ShaiAdes #OneCallClose #DoorToDoorSales #RealEstateSales #CloseDeals #HighTicketSales #LegacyBoardroom

//DOWNLOAD OUR FREE DEAL CALCULATOR https://legacywealthholdings.com/deal-calculator-download-youtube/

//CONNECT WITH TIM linktree.com/timbratz

//ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com

SUBSCRIBE NOW so you don’t miss a single video! https://www.youtube.com/legacywealth

Want direct access to developers like Dirk? Join Legacy Boardroom: https://legacywealthholdings.com/boardroom

Real estate’s full of people chasing fast cash… or chasing long-term wealth. The smart ones? They do both.

In this episode, I sit down with Dirk Van der Velde to break down exactly how his real estate development business balances building quick cash through single-family sales… and slow, steady wealth through apartment deals and rentals.

We get into: - How to use build-to-sell projects to fund long-term wealth - Why most people lose momentum before they ever see results - Dirk’s system for de-risking development (and the $100K lesson that shaped it) - How AI, technology, and efficiency will change construction - The mindset it really takes to play the long game in real estate

If you want both the cash today and the wealth tomorrow—this is how you do it.

//CONNECT WITH DIRK Instagram: https://instagram.com/dirkvandervelde Website: https://momentasize.com

#RealEstateStrategy #LegacyPodcast #BuildToSell #BuildToHold #RealEstateDevelopment #Momentum #DirkVanDerVelde #legacyboardroom 

//DOWNLOAD OUR FREE DEAL CALCULATOR https://legacywealthholdings.com/deal-calculator-download-youtube/

//CONNECT WITH TIM linktree.com/timbratz

//ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com

SUBSCRIBE NOW so you don’t miss a single video! https://www.youtube.com/legacywealth

Want direct access to real estate pros like this? Join Legacy Boardroom: https://legacywealthholdings.com/boardroom

Most people in real estate are out there doing deals that just plain don’t make sense right now. Costs are up. Rents are flat. Interest rates are ugly. And yet—guys like Daniil Kleyman are still stacking their portfolios and building projects that work.

How?

That’s exactly what we break down in this episode of The Legacy Podcast. Daniil’s a developer out of Richmond, VA with a $60 million portfolio, his own in-house management company, and one of the most strategic approaches to growth I’ve seen.

We dive into: ✔ The ONLY real estate deals that still pencil in today’s market ✔ Why most developers are building cheap product (and why it’s not their fault) ✔ How Daniil’s banking land and using zoning to his advantage ✔ The small multi-family game that’s making him a fortune ✔ Creative ways to lower construction costs without sacrificing quality ✔ Why affordable housing is basically dead—and what that means for investors

Daniil’s been in the trenches for 15+ years. He’s sharp, strategic, and isn’t scared to say how it really is. If you’re serious about building wealth in this market—you need this episode.

//CONNECT WITH DANIIL YouTube:  ⁨@RehabValuator⁩   Instagram: https://www.instagram.com/rehabvaluator/

//DOWNLOAD OUR FREE DEAL CALCULATOR https://legacywealthholdings.com/deal-calculator-download-youtube/

//CONNECT WITH TIM linktree.com/timbratz

//ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com

SUBSCRIBE NOW so you don’t miss a single video! https://www.youtube.com/legacywealth

Mentorship is too expensive… until it saves you MILLIONS. See how we can help turn your business around: https://legacywealthholdings.com/boardroom

 @DolmarCross  went from a broke balloon artist in college... to losing everything in the 2008 crash… to building multiple 7- and 8-figure businesses—including becoming the face of Zombie House Flipping on A&E.

We talk real estate, business, personal brand building, and how mentorship changed everything for both of us. And I mean everything.

Inside this episode: - Dolmar’s first 4 deals failed—and one left him $65K in debt - Why “I can’t afford it” is the mindset that’s killing your business - How to use fear as fuel instead of letting it freeze you - What it's really like running a flipping business with TV cameras on you - How he and his team built a virtual coaching empire doing $10M+ a year

Dolmar and I go way back. We’ve built businesses together, spoken on stages together, and seen each other fail and rise again. If you’ve ever felt like giving up—this episode will change the way you look at what’s possible.

//CONNECT WITH DOLMAR Instagram: https://instagram.com/dolmarcross TikTok + YouTube: @dolmarcross Watch Zombie House Flipping: On A&E or streaming platforms

#RealEstateInvesting #Entrepreneurship #LegacyPodcast #DolmarCross #ZombieHouseFlipping #MindsetMatters #BusinessGrowth #LegacyBoardroom

//DOWNLOAD OUR FREE DEAL CALCULATOR https://legacywealthholdings.com/deal-calculator-download-youtube/

//CONNECT WITH TIM linktree.com/timbratz

//ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com

SUBSCRIBE NOW so you don’t miss a single video! https://www.youtube.com/legacywealth

Want direct access to tax experts like this? Join Legacy Boardroom: https://legacywealthholdings.com/boardroom

Most real estate investors are overpaying on taxes—and they don’t even know it.

In this episode, I sat down with Chris Shockowitz and Carl Worden from Defer Tax ( ⁨@defertax6145⁩  ). These guys are LEGIT. They’ve helped their clients defer over $100 million in capital gains taxes and save more than $10 million in personal income taxes. All 100% legal. All IRS-audited. All stuff most CPAs don’t even know exists.

If you’re thinking about selling a property, exiting a business, or just tired of sending fat checks to the IRS every year—this episode will show you real options that the ultra-wealthy are already using.

We break down: - How to get 85% of your cash out of a deal tax-free - Ways to reduce your income tax by 50% or more - What most financial advisors and CPAs won’t tell you - Why it's never too late to fix a tax problem (even after the sale)

Chris and Carl are both members of my Legacy Boardroom mastermind, so if you're in the group—you’ve got direct access to them. If you're not in yet… you know what to do 👇

//CONNECT WITH CHRIS & CARL Website: https://defertax.com Instagram: @defer.tax Phone: 877-TAX-STRATEGIES

#defertax #tax #realestate #legacypodcast 

//DOWNLOAD OUR FREE DEAL CALCULATOR https://legacywealthholdings.com/deal-calculator-download-youtube/

//CONNECT WITH TIM linktree.com/timbratz

//ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com

SUBSCRIBE NOW so you don’t miss a single video! https://www.youtube.com/legacywealth